Scott M Barbee

Employer firm

Truepoint, Inc. CRD 105664

$6.39B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Truepoint, Inc.

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2016-05-18

OH RA
APPROVED

Since 2016-05-18

Branch Locations

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Truepoint, Inc.	Cincinnati	OH	01/2014	Present

01/2014 → Present

Truepoint, Inc.

Cincinnati, OH

Previous Registrations

2003-01-14 → 2005-05-25

Ubs Financial Services Inc.

Cincinnati, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-10-08

S66 Uniform Combined State Law Examination

2002-10-08

Designations

Certified Financial Planner

Other Names

Scott Michael Barbee

View on SEC IAPD

Employer firm

Current Employers

Truepoint, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

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